Deactivating a Client Assistance Card

Transcription

Deactivating a Client Assistance Card
Deactivating a Client Assistance Card
Relevant To: Caseworker, Caseworker Health, Caseworker
Supervisor
Core Concepts
Why would I need to deactivate a client assistance card?
Deactivating a CAC sets its Bank Balance to zero and its Bank Status to Closed, and
permanently prohibits its use. We deactivate a CAC as part of the case closure process and
generally give a client fifteen days after the card’s last load to use the loaded value. We also
deactivate a card when we know that a client no longer needs to use it or that it was stolen.
When reviewing a case for closure, Casework Supervisors check to ensure that any client
assistance cards have been deactivated; they will not close a case with an active client
assistance card.
Can I reactivate a client assistance card that has been deactivated?
No. Once you have deactivated a client assistance card, you cannot reactivate it later or
immediately undo the deactivation. Once the system processes the deactivation, it is final, and
the card cannot be used again.
Am I able to temporarily prevent a client from using a client assistance card?
Yes. If you need to temporarily prevent the use of a client assistance card, you can suspend it.
A client cannot use the card while it is suspended, but you have the option of unsuspending the
card so that the client can again use it. (For details, see the Suspending or Unsuspending a
Client Assistance Card quick reference guide).
Are there any forms associated with deactivating a client assistance card?
No. Deactivating a card does not require you to complete any forms; the system records the
transaction.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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Process
Process Flow
Access the case (if
you are not already
working with it)
Access the Client
Assistance Card
(CAC) tab
Deactivate the CAC
Process Steps
Step
1. Access the case (if you are
not already working with it)
Action
•
(if not at the My Tools screen) Click CAS 2.0 My Tools.
•
Click Case Search.
 The system displays the Case Search screen.
•
Enter search criteria and execute a search, access a case
you have recently worked on, or use one of the available
pre-defined searches.
 The names that return in the search results are those
of the cases’ primary clients (formerly known as
“heads of household”) and do not account for the
names of all household members.
 For details on searching for a case, see the Searching
for a Case quick reference guide.
•
Click the primary client’s Last Name or First Name, or
click the Case ID.
 The system opens the case associated with that
primary client to the default Household tab.
2. Access the Client
Assistance Card (CAC) tab
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
•
Click the Client Assistance Card (CAC) tab.
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Step
3. Deactivate the CAC
Action
•
Click Deactivate at the Card History section of the
screen.
•
Click OK at the system’s “Are you sure you want to
deactivate this card ?” message.
 You also have the option of clicking to Cancel the
deactivation.
•
Click OK at the system’s “Warning: Deactivating a card
can NOT be undone. Do you wish to proceed?” message.
 You also have the option of clicking to Cancel the
deactivation.
 The system processes the deactivation transaction,
displays a Card Deactivated message at the top of
the Card History section of the screen, removes the
Deactivate and Suspend (or Unsuspend) buttons,
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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Step
Action
and changes the card’s Grand Total to zero.
 It also changes the card’s Bank Status, which is
visible when you click Card Balance, to Closed, and
the Bank Balance, which appears just below the
Bank Status, to zero.
Related Training Materials
•
•
•
•
•
•
•
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Introduction to Issuing Assistance in CAS 2.0
Searching for a Case
Issuing a Client Assistance Card
Issuing a Client Assistance Card for an Existing Case Using the “Lite” Version of CAS
2.0
Adding Value to an Issued Client Assistance Card
Deducting Value from an Issued Client Assistance Card
Suspending or Unsuspending a Client Assistance Card
Viewing a Case’s Client Assistance Card Transaction History
CAS 2.0 was made possible through the generous support of the Eli Lilly and Company
Foundation.
CAS 2.0  2014 American Red Cross
Updated April 1, 2015
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